Fpanda Club
MARCH 28, 2021
Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers. Unfortunately, 75% of time of FP&A teams is still allocated to data gathering and process administration.
Anaplan
MARCH 15, 2021
The terms “artificial intelligence” (AI) and “machine learning” (ML) often bring about split reactions. On one side of the spectrum, there are the proponents eagerly waiting to see how AI and ML can revolutionize our business and the way we operate. On the other side sit the skeptics—those who fear these technologies will eliminate jobs […].
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Jedox Finance
MARCH 11, 2021
In this blog post, we’ll look at data silos, how they emerge and the problems they can cause within an organization. We’ll also discuss some approaches to resolving the silos, and most importantly, why it’s vital to success in the long run. A data silo typically consists of stored data that is not available to the entire organization, but only to some parts of it, such as departments, teams, or even individual employees, and is thus siloed within the organization.
CFA Institute
MARCH 30, 2021
Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?
Speaker: Joe Wroblewski, Sales Engineer Manager
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
The SaaS CFO
MARCH 23, 2021
Taxes! It can be a scary subject both personally and for your business. As a CFO, I don’t like to bend the rules. Who wants to be audited? But what if I could tell you about a tax credit that was almost custom made for US-based SaaS companies? It’s called the R&D (research and development) […]. The post SaaS R&D Tax Credit | What Founders Need to Know appeared first on The SaaS CFO.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Fpanda Club
MARCH 14, 2021
Assessing efficiency of businesses, projects and processes, the finance function does not always set an example in terms of best productivity. There is always a room for process optimization in which lean approach can help by focusing on value maximization while minimizing efforts. The evolution of the finance function results in new roles of finance professionals as strategic co-pilots and process and performance management experts.
Anaplan
MARCH 8, 2021
COVID-19 alone did not create the challenges retailers are facing. Instead, it laid bare and exacerbated some long-simmering problems – which won’t simply vanish when things get “back to normal.” However, there is a silver lining. A recent survey by McKinsey and Company found that 71 percent of retail executives agree that changes brought about […].
Capital CFO LLC
MARCH 29, 2021
When a nonprofit company engages a firm to assist them with effective grant writing strategies, they take the burden off their shoulders and put the most competitive grant proposal forward. […]. The post Effective Grant Writing Strategies for Nonprofit Companies appeared first on Capital CFO.
CFA Institute
MARCH 21, 2021
The relationship between earnings and equity returns is more illusion than reality.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Future CFO
MARCH 29, 2021
In 2020, businesses and leadership took a ‘hold your post’ position to ride the disruption. This 2021, businesses are ready to move beyond resilience and recovery and capture growth. To succeed corporate execs and finance professionals plan to take advantage of emerging technology. Scott Brown, senior vice president of finance at tech distributor Mouser Electronics said: “Whether it’s software, hardware or automation, we are investing in state-of-the-art solutions and systems to help us work sma
Jedox Finance
MARCH 25, 2021
Mid-market and enterprise manufacturers often operate multiple plants in more than one country. A planning and budgeting process that is supported only by Excel results in hundreds, if not thousands, of spreadsheets being sent back and forth. This results in lower accuracy, takes up valuable time, and is generally frustrating for every finance professional that [.
Fpanda Club
MARCH 1, 2021
The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights. Many finance and FP&A leaders are now facing transformational projects trying to find the future shape of the FP&A organization.
Anaplan
MARCH 1, 2021
Most people who labor through months-long annual financial planning cycles would admit the process is broken. It’s time-consuming, labor-intensive, and inflexible. Moreover, we now realize these rigid annual budgeting cycles don’t adapt well to today’s fast-moving environment. We simply can’t foresee a crisis or seize new opportunities 12 months in advance.
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Planful
MARCH 24, 2021
Modern FP&A teams are automating the rolling forecast process and ditching the outdated static forecasting method. Long ago, the FP&A forecasting process moved from a static forecast exercise to dynamic advantage. Trying to adapt to changing business needs requires the ability to quickly move money and resources to areas where they’ll do the most good. […].
CFA Institute
MARCH 28, 2021
Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?
Future CFO
MARCH 29, 2021
Prior to 2020, we heard discussions about the importance of automation to the finance function. Rather than stalling transformation efforts as it has done with most other operations of many businesses, the COVID-19 pandemic accelerated company-wide digital transformation initiatives. Within the finance function, departments like accounts payables got a renewed sense of urgency to transform following recognition that the pandemic crisis we are experiencing may not be a one-off occurrence and that
CFO Share
MARCH 23, 2021
A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months. This enables continuous planning of future performance based on actual performance.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
CS Lucas
MARCH 18, 2021
Our treasury management system uses a multitude of embedded software to support our solution, and from time to time, security vulnerabilities are discovered within these products. These products release patches to resolve or mitigate security vulnerabilities found in their software which are announced via email security bulletins. We keep up-to-date on these bulletins; log relevant vulnerabilities, perform a risk assessment and decide if and when the patches will be applied to our TMS – an
Anaplan
MARCH 28, 2021
The path to becoming a leader in corporate finance used to be straightforward. You’d major in something like finance, economics, or accounting, get a junior position in one of a few tracks, and stay there for 10-20 years, probably earning an MBA or CPA along the way. You’d steadily gain more experience and seniority, and […].
Planful
MARCH 23, 2021
Keith Kim, our very own VP of Finance at Planful, recently joined me on the Being Planful podcast. Keith has an interesting career, starting in investment banking and eventually moving into FP&A. During that time, he’s worked at some of the biggest names in technology and has been deeply involved in mergers and acquisitions. In […]. The post From M&A to FP&A: Keith Kim, Planful’s VP of Finance, on the Being Planful Podcast appeared first on Planful.
CFA Institute
MARCH 25, 2021
All the day trading by the new class of retail investors has not helped the long-only crowd.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Future CFO
MARCH 29, 2021
While nearly 70% of Asia Pacific organisations suffered a cyberattack in 2020 — an increase of 36% from 2019, 59% of businesses said that their cybersecurity budget is below where it needs to be, said Sophos recently when releasing results of a study of 900 business decision makers across Asia Pacific and Japan, Survey highlights. Of these successful breaches, 55% of companies rated the loss of data as either “very serious” (24%) or “serious” (31%).
A Fractional CFO
MARCH 17, 2021
Did your business receive a PPP loan last year. Now is the time to make sure you apply for forgiveness. Make sure you chose the right form, and based upon the size of your loan, make sure you have the right documentation to support the.
CFO Share
MARCH 16, 2021
Most small businesses need some form of debt to function efficiently (with a few exceptions, such as venture-backed software companies.) Proper levels of debt not only improve company liquidity but also increase shareholder returns, allowing faster cash cycles and investment to grow your business. But too much debt, like an excess of anything in life, introduces a host of problems that often precipitate or exacerbating a liquidity crisis. .
Anaplan
MARCH 1, 2021
Most people who labor through months-long annual financial planning cycles would admit the process is broken. It’s time-consuming, labor-intensive, and inflexible. Moreover, we now realize these rigid annual budgeting cycles don’t adapt well to today’s fast-moving environment. We simply can’t foresee a crisis or seize new opportunities 12 months in advance.
Speaker: Mark Gilham, FCCA, CPP
Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.
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